Go to Manage → Document Types. Use + New to create a type (e.g. Contract, Insurance, License) or Import to add many at once via CSV/XLS/XLSX (first column = name, max 500 KB). You can't delete a document type that has active items using it — Remindax shows "Cannot delete. There are X documents associated with it." — and you can't delete all of your document types either.

Before you start

  • You need the relevant document type permissions: doctype_view, doctype_create, doctype_update, doctype_delete. Administrators have these by default; Editors need them assigned via Permissions.
  • Document Type is mandatory on every reminder, so keep your list intentional — too many types make reporting noisy.

Create a document type

  1. Go to Manage → Document Types.
  2. Click + New.
  3. Enter the Document Type name.
  4. Save.

The new type is immediately available on the reminder form.

Edit a document type

  1. Open the type from the list.
  2. Update the name.
  3. Save.

Renaming a type updates it everywhere — every existing reminder, every report, every filter.

Delete a document type

You can only delete a document type that no active item is currently using.

  1. Open the type's row ⋯ menu and choose Delete.
  2. Confirm.

If items are using the type, the delete is blocked with the message:

"Cannot delete. There are X documents associated with it."

To proceed: open the type's count to land on a filtered Explorer of items using it, then either reassign those items to a different type or archive/delete them, then retry the deletion.

You can't delete every document type. Remindax keeps at least one in place so the reminder form always has a valid option.

Import document types in bulk

  1. Go to Manage → Document Types.
  2. Click Import.
  3. Prepare a CSV, XLS, or XLSX file, max 500 KB, with the document type names in the first column. Other columns are ignored.
  4. Upload. Remindax reads the first column, skips blank rows, and skips duplicates that already exist in your workspace.

Document types are also auto-created via the reminder import — if a row's doc_type_name doesn't exist in the workspace, the import creates it. See Import failed or partial import.

What happens next

  • New types are immediately selectable on the reminder form.
  • Renames propagate everywhere automatically.
  • Imports add new types without disturbing your existing ones (duplicates are skipped, not overwritten).

Edge cases & gotchas

  • Document Type is mandatory on every reminder.
  • You can't delete a type in use. If the delete fails, click the type's items count to land in a filtered view of items using it. Reassign or archive those items first.
  • You can't delete all types. At least one must remain.
  • Imports are 500 KB max and first-column-only. Other columns in the file are ignored.
  • Same-named types in different companies are separate. Companies are standalone workspaces; "Contract" in Company A is not the same record as "Contract" in Company B.

Related questions

  • How do I add a new document type? Manage → Document Types → + New → name → save.
  • Why can't I delete a document type? It's still assigned to at least one active item. Reassign or archive those items, then retry.
  • What's the exact error message when I can't delete? "Cannot delete. There are X documents associated with it."
  • What file types and size can I import? CSV, XLS, or XLSX, max 500 KB. First column = name.
  • Do I have to create document types in advance? No — when importing reminders, missing types are created automatically.

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